IFS Human Resources - Information Sources in IFS Business Analytics

Information sources are a combination of facts and dimensions which are structured and holds information about a specific transaction table in IFS Applications. Currently the information sources based on IFS/Human Resources listed below can be used when creating IFS Business Analytics reports or cubes. An overview of each information source which is mainly based on IFS Human Resources is given below:

Project Transactions

General Description

Purpose of the Project Transaction information source is to retrieve information from the project reporting related transactions to enable reporting and analysis using IFS/Business Analytics.

Reports/Analysis

• Gross margin reports per Employee, Customer, Company or Project (WBS)
• Overview Not Invoiceable Transactions
• Overview Not Invoiced Transactions
• Overview Not Approved Project Transactions

Access Types

1. Online
2. Data Mart

Specific Attributes

• Internal Amount: 
  Total amount of the transactions transferred from the Internal Price field.
• Internal Overhead Price:
  Overhead calculated for the internal price of the project transaction (includes multiple overheads)
• Total Internal Price:
  Total internal price of the project transaction including any calculated overheads (Internal Amount + Internal Overhead Price)
• Alternative Cost:
  Alternative cost per hour
• Markup Amount:
  Total markup for the row ( Markup Price x Sales Quantity)

Supported Dimensions

• Company
• Organization Code
• Employee
• Customer
• Project Program
• Project
• Sub Project
• Activity
• Report Code
• Currency Code
• Price Adjustment
• Account Date
• Company Reporting Period - Account Date, along with the Company ID is used to connect to the Company Reporting Periods Dimension
• Reporting Period - Account Date is used to connect to the Reporting Periods Dimension

Main Features supporting IFS Business Analytics

• Zoom In
  Available for all measure items
  
  
• Drill Down
  Not available



• Writeback
  Not available



• URL Navigation
  To Project Transactions

Invoicing Plan

General Description

Purpose of the Invoicing plan information source is to retrieve information from the project invoicing plan to enable reporting and analysis using IFS/Business Analytics.

Reports/Analysis

• Overview Invoicing Plan on company and WBS level both in sales currency and accounting currency
• Invoiced sales per project, total and per month
• Remaining amounts to be invoiced per project
• Overview Not invoiceable transactions

Access Types

1. Online
2. Data Mart

Specific Attributes

• Sales Amount for Invoicing Plans: 
  Represents the value in the column "Planned Sales Amount in Accounting Currency" from the Invoicing Plan window.
• Planned Sales Amount in Accounting Currency: 
  Represents the amount of the cost, specified in the default Accounting currency of the company. This field is used as long as the invoicing plan row isn't invoiced and its based on the currency rate defined for the Planned Invoice Date.
• Invoiced Sales Amount in Accounting Currency: 
  Represents the amount of the invoiced cost, specified in the accounting currency. The calculation of the sales amount is based on the currency rate at the invoice date

Supported Dimensions

• Company
• Project Program
• Project
• Sub Project
• Activity
• Report Code
• Currency Code
• Planned Invoice Date
• Planned Start Date
• Company Reporting Period - Planned Invoice Date, along with the Company ID is used to connect to the Company Reporting Periods Dimension
• Customer
• Reporting Period - Planned Invoice Date is used to connect to the Reporting Periods Dimension

Main Features supporting IFS Business Analytics

• Zoom In
  Available for all measure items
  
  
• Drill Down
  Not available



• Writeback
  Not available



• URL Navigation
  To  Invoicing Plan

Employee Headcount Analysis

General Description

Purpose of the employee headcount analysis information source is to analyze employee headcount and turnover for defined periods. Following information is required to be defined for the company so that headcount analysis can be performed in BI:

• Period calendars are required to be defined in the Period Calendar for Statistics window.
• Optionally, you can connect HR period calendars to accounting periods using Financial Period Connection window.
• Create a snapshot category in the Headcount Statistics Snapshot and connect a period calendar. Specify all the companies from which information will be analyzed using the defined snapshot category. Also, create periods for the analysis.

The following points should be considered when report is created.

• Filters/Repeaters should be used for Snapshot Category/Year Period (Or Year and Period)/Company, Primary Position and Primary Job.
• If it is required to show all employee records for a given period, the relevant information base must be selected. This is not necessary if you use only measure items (except sum of age) for present data (without detail view).
• Following filters should be used with the dimensions:
  
  Age Group Class field should be filtered in order to use age group.
  Employee Duration Class field should be filtered in order to use current employment duration
  Employee Duration Class field should be filtered in order to use total employment duration

Reports/Analysis

• Total Headcount
• Employee Turnover changes
• Effective Headcount
• Headcount Cost Centre/Position/Age/Work Experience
• Annually/Monthly or term headcount/turnover change

Access Types

1. Online

Specific Attributes

• Period Headcount: 
  Represents the headcount of the employees for the specified period.
• Period FTE:
  Represents Full Time Employment rate of the employees for the specified period.  FTE is derived from Employee's Degree of Occupation - Employee Reduction
• Start Employment Headcount:
  Represents the new employments for the specified period.
• Start Employment FTE:
  Represents the Full Time Employment rate of the new employments based on  Degree of Occupation for the specified period.
• End Employment Headcount:
  Represents the headcount of the employees who ended their Employment periods during the specified period.
• End Employment FTE:
  Represents the Full Time Employment rate of the employees who ended their employment based on Degree of Occupation for the specified period.
• Sum of Age:
  Sum of Age of employees with a valid employment within the specified period. This can be used to calculate Average Age.

Supported Dimensions

• Snapshot Details
• Company
• Employment
• Organization Code
• Position Details
• Job Details
• Age Group
• Current Employment Duration
• Total Employment Duration
• Accounting Period
• Company Reporting Period  - Headcount Date, along with the Company ID is used to connect to the Company Reporting Periods Dimension
• Reporting Period - Headcount Date is used to connect the Reporting Periods Dimension
• Code B
• Code C
• Code D
• Code E
• Code F
• Code G
• Code H
• Code I
• Code J

Main Features supporting IFS Business Analytics

• Zoom In
  Not available



• Drill Down
  Not available



• Writeback
  Not available



• URL Navigation
  Not available.

Absence Period

General Description

Purpose of the Absence Period information source is to provide information about the absence periods of absences registered in Absence Administration.

Reports/Analysis

• Annual/Monthly analysis of absence registration
• Annual/Monthly analysis of absence periods with regard to period types.

Access Types

1. Online
2. Data Mart

Specific Attributes

• Absence Working Period:
  Represents the number of working days within the registered absence period, calculated according to employee's schedule.
• Working Hours:
  Represents the Number of working hours included in the absence period.
• Absence Calendar Days:
  Represents the number of calendar days included in the absence period registered by employee.

Supported Dimensions

• Company
• Organization Code
• Position Details
• Employee
• Absence Type
• Absence Group
• Company Reporting Period -Date From, along with the Company ID is used to connect the Company Reporting Periods Dimension
• Reporting Period - Date From is used to connect the Reporting Periods Dimension

Main Features supporting IFS Business Analytics

• Zoom In
  Available for all measure items



• Drill Down
  Absence Calculation (PAYROL)
  
  
• Writeback
  Not available



• URL Navigation
  Not available

Time and Attendance Analysis

General Description

Purpose of the Time Registration information source is to make available the information about presence time reporting and absence reporting within a selected period of analysis in BI. Information source will be a summary of the time registration results. When you create a report in Business analytics using that information source in the Data Mart mode, access to the time registration balance will be much faster since the data will be already accumulated for the periods of analysis. Another reason for using summary data source is to enable analysis combined with the Absence Period information source. Also, it will provide information about the number of scheduled working hours in addition to the registered time.

Reports/Analysis

• Annual/Monthly analysis of time registered with different wage codes/wage types.
• Control of time registered in comparison to scheduled hours
• Annual/Monthly analysis of overtime hours per employee/organization unit/company.

Access Types

1. Online
2. Data Mart

Specific Attributes

• Wage Hours:
  Represents the number of hours registered within the period of analysis for the wage code.
• Working Days:
  Represents the number of working days registered within the period of analysis.
• Scheduled Hours:
  Represents number of working hours scheduled for the employee within the period of analysis.
• From Date:
  Start date of the analysis period based on the BI reporting period definition with respect to all changes of the employment periods, position and working schedule assignments. (Latest date returned from the following - From Date of Reporting Period or From Date of employment or From Date of Schedule assigned for the employee or From Date of the Position assignment)
• To Date:
  End date of the analysis period based on the BI reporting period definition with respect to all changes of the employment periods, position and working schedule assignments. (Oldest date returned from the following - To Date of Reporting Period or To Date of employment or To Date of Schedule assigned for the employee or To Date of the Position assignment)

Supported Dimensions

• Company
• Organization Code
• Position Details
• Job Details
• Employment
• Employee
• Wage Class
• Working Schedule
• Day Type
• Wage Code
• Absence Type
• Company Reporting Period (Fields that have being used to connect the Company Reporting Period Dimension - Company ID & the latest date returned from the following - From Date of Reporting Period or From Date of employment or From Date of Schedule assigned for the employee or From Date of the Position assignment)
• Reporting Period - (Fields that have being used to connect the Reporting Period Dimension - Latest date returned from the following - From Date of Reporting Period or From Date of employment or From Date of Schedule assigned for the employee or From Date of the Position assignment)

Main Features supporting IFS Business Analytics

• Zoom In
  Available for all measure items
  
  
• Drill Down
  Time Transaction
  
  
• Writeback
  Not available



• URL Navigation
  Not available.

Time Transaction

General Description

Purpose of the Time Transaction information source is to provide detailed information about employee time reporting. Time transactions are extracted from the table where the time registration results are stored. Therefore it is not necessary to copy the data. thereby only Online mode is available for this information source.

Reports/Analysis

• Daily analysis of work time registration on different organizational levels
• Annual/Monthly analysis of work time authorization

Access Types

1. Online

Specific Attributes

• Wage Hours:
  Represents the number of hours accounted for the wage code concerned.
• Day Value:
  The result calculated for the wage code in days, i.e. the wage code hours divided by the number of hours amounting to one day. If an absence type is connected to the wage code, the number of hours which amount to one day is determined by the absence calculation period unit specified in the Absence Configuration/Absence Type tab. Otherwise, the scheduled hours will always be considered as one day. On non-working days, this value is always 1 when the absence calculation period unit is Calendar Days. Otherwise, the value is always 0.
• Scheduled Hours:
  Displays the employee's normal time for the selected day.

Supported Dimensions

• Company
• Organization Code
• Position Details
• Job Details
• Employment
• Employee
• Wage Class
• Working Schedule
• Day Type
• Wage Code
• Absence Type
• Company Reporting Period - Account  date, along with the Company ID is used to connect the Company Reporting Periods Dimension
• Reporting Period - Account Date is used to connect the Reporting Periods Dimension

Main Features supporting IFS Business Analytics

• Zoom In
  Available for all measure items
  
  
• Drill Down
  Not available
  
  
• Writeback
  Not available



• URL Navigation
  Not available.

Incident Analysis

General Description

Purpose of the incident analysis information source is to analyze the health and safety related data in different dimensions which will helps to report to external authorities, monitor and control necessary actions related to health and safety.

Reports/Analysis

• Overview Incidents
• Overview Injuries and Illnesses
• Incident Trend Analysis
• Incident Based on Severity Level
• Health & Safety KPI’s (Days away from work cases/Medical Treatment beyond first aid/Total Recordable Injuries)

Access Types

1. Online
2. Data Mart

Specific Attributes

• Count of Incidents:
  Represents the number of incidents count
• Count of Injuries and illnesses:
  Represents the personnel injuries and/or illnesses count
• Workdays Lost:
  Represents the Number of workdays that the employee would have worked but could not because of the illness/injury.
• Workdays Restricted:
  Represents the Number of workdays that the employee cannot work properly, e.g. the employee has been assigned to another job on a temporary basis or works part time.
• Injury/Illness Reference No:
  Represents the internal reference number of the personnel Injury/Illness record.

Supported Dimensions

• Company
• Employee
• Reporting Period – Incident date is used to connect to Reporting Period Dimension

Main Features supporting IFS Business Analytics

• Zoom In
  Available for all measure items
  
  
• Drill Down
  Not available
  
  
• Writeback
  Not available



• URL Navigation
  Not available.